THE GLOBAL ECONOMY 2005 AND BEYOND October 27, 2004 THE GLOBAL ECONOMY 2005 AND BEYOND By JEFFREY E. GARTEN DEAN, YALE SCHOOL OF MANAGEMENT
INTRODUCTION PROSPECTS FOR 2005 KEY THEMES FOR THE FUTURE
PROSPECTS FOR 2005 CAUTIOUS OPTIMISM KEY COUNTRIES WILD CARDS
CAUTIOUS OPTIMISM LOW INFLATION REBOUNDING MARKETS EXPANDING TRADE
KEY COUNTRIES/REGIONS U.S. JAPAN CHINA EUROPEAN UNION RUSSIA
WILD CARDS END OF U.S. STIMULUS HARD LANDING IN CHINA SOARING OIL PRICES GEOPOLITICAL SET BACK
SIX KEY THEMES HUGE ECONOMIC IMBALANCES THE RISE OF CHINA AND INDIA THE DECLINE OF EUROPE
SIX KEY THEMES THE FUTURE OF RUSSIA THE PRICE AND AVAILABILITY OF ENERGY THE MANAGEMENT OF THE GLOBAL ECONOMY
HUGE ECONOMIC IMBALANCES AMERICAN DEFICITS ASIAN SURPLUSES FINANCIAL DANGERS
THE RISE OF CHINA AND INDIA ECONOMIC TRENDS IMPLICATIONS FOR THE WORLD POLICY ALTERNATIVES
THE DECLINE OF EUROPE REASONS WHY… IMPLICATIONS WHAT CAN BE DONE?
THE FUTURE OF RUSSIA DEMOCRACY AND CAPITALISM TOGETHER? PETRO-STATE ? GLOBAL ECONOMIC INTEGRATION AND COMPETITION
OIL PRICE AND AVAILABILITY A NEW PLATEAU ? THE POLICY ALTERNATIVES ECONOMIC AND GEOPOLITICAL IMPLICATIONS
THE MANAGEMENT OF WORLD ECONOMY GLOBALIZATION OR FRAGMENTATION? FUTURE OF FREE TRADE FUTURE OF INTERNATIONAL INSTITUTIONS WHO IS IN CHARGE?
THE GLOBAL ECONOMY 2005 AND BEYOND October 27, 2004 THE GLOBAL ECONOMY 2005 AND BEYOND By JEFFREY E. GARTEN DEAN, YALE SCHOOL OF MANAGEMENT